Call Nancy at: 561.526.4061

Email Nancy at:
[email protected]

What do those acronyms after Nancy's name mean?

CFP^® - CERTIFIED FINANCIAL PLANNER^TM professional

CLTC^® - Certification for Long-Term Care

Senior Wealth Advisor serving a National client base

Nancy has earned a well-deserved reputation for her breadth of financial knowledge, personal connection with her clients, and passion to help people realize their dreams.

Nancy relies upon her 25 years of financial industry experience to create effective and personalized strategies. She will help you to determine your financial objectives and set realistic goals. Nancy will keep you focused on the desired outcome.

Nancy is committed to offering distinguished customer service by continuing her professional development and education. She is a member of the Columbia University Alumni Association and has completed several executive management seminars and courses at Columbia University Business School. Nancy also maintains continuing education credits to retain her CERTIFIED FINANCIAL PLANNER^TM professional designation.

Nancy is a strong proponent of giving back, both in her community and in her profession. She is an Ambassador with the Delray Beach Chamber of  Commerce. Nancy belongs to the Financial Planning Association, is a member of the Financial Services Institute, and mentors other women in the financial profession.

Nancy loves to travel and meet new people. She and her husband, Eric, aim to cultivate community, service to others, health, and well-being in all areas of their lives.

 

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Client Testimonials